Plan Snapshot
- Plan Sponsor: Reynolds American INC.
- Sponsor EIN: 200546644
- Sponsor Address: P. O. BOX 2990, WINSTON-SALEM, NC, 271022990
- Plan Type: 401(k)
- Plan Number: 011
- Total Participants: 0
- Total Assets: $2.3B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $2.3B | $0 | $0 |
| 2023 | 0 | $2.3B | $0 | $0 |
| 2022 | 0 | $2.4B | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | Other Service Provider | $3,655,202 | — | $3,655,202 |
| WILLIS TOWERS WATSON | Recordkeeper | $1,167,738 | — | $1,167,738 |
| LEGAL & GENERAL | Other Service Provider | $930,690 | — | $930,690 |
| ALIGHT | Recordkeeper | $841,393 | $1,077 | $842,470 |
| PIMCO | Other Service Provider | $614,165 | — | $614,165 |
| JP MORGAN CHASE | Recordkeeper | $604,174 | — | $604,174 |
| THE TOWNSEND GROUP | Other Service Provider | $275,051 | — | $275,051 |
| INCOME RESEARCH + MANAGEMENT | Other Service Provider | $224,424 | — | $224,424 |
| RUSSELL INVESTMENT GROUP | Investment Advisor | $200,000 | — | $200,000 |
| ERNST & YOUNG US LLP | Auditor | $143,169 | — | $143,169 |
| JONES DAY | Other Service Provider | $101,344 | — | $101,344 |
| PORTFOLIO MANAGEMENT TECHNOLOGY | Other Service Provider | $40,000 | — | $40,000 |
| CBIZ CPAS P. C. | Other Service Provider | $39,700 | — | $39,700 |
| AXA EQUITABLE | Recordkeeper | $37,737 | — | $37,737 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — Recordkeeper
- ALIGHT — Recordkeeper
- JP MORGAN CHASE — Recordkeeper
- RUSSELL INVESTMENT GROUP — Investment Advisor
- ERNST & YOUNG US LLP — Auditor
- AXA EQUITABLE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,875,864
- Estimated Expense Ratio: 0.394% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $9,510,639 | $5,902,922 | $841,393 | $182,869 | — |
| 2023 | $13,745,013 | $6,100,412 | $858,926 | $303,349 | — |
| 2022 | $15,155,978 | $4,845,754 | $7,414,015 | — | $3,298,636 |